Private Markets Go Mainstream: Opportunities and Responsibilities for Wealth Managers

29 Jan 2026, 18:00 - 20:30

Valeur Group

Book now
1 PL Credit(s)

Event Details

As private markets become an increasingly important component of diversified portfolios, wealth managers are facing a fundamental shift in how they advise clients, construct portfolios, and communicate risk. The expanding accessibility of private assets is opening new opportunities for private wealth investors — while also amplifying challenges related to transparency, liquidity, valuation, and suitability.

Co-hosted by CFA Society Switzerland and CAIA Association, this joint event brings together the complementary perspectives of traditional and alternative investment education to help wealth professionals navigate the evolving private markets landscape. Drawing on recent industry research and thought leadership, the discussion will focus on how wealth managers can close the information gap with clients, responsibly integrate private market exposures, and apply a total portfolio mindset that balances opportunity with fiduciary discipline.

This event qualifies for up to 1 PL credit. CFA Society Switzerland members can record PL credit  for their participation using the online tracking tool (CFA Institute login required).

 

 

Agenda

Speakers

Andrea Mognon, CFA

Andrea Mognon, CFA

Head Asset Management, Banca Zarattini & Co

Federica Cazzaniga, CFA, CAIA

Federica Cazzaniga, CFA, CAIA

Senior Portfolio Manager, Partners Group

Nicola Mauri

Nicola Mauri

CIO, Valeur Group

Laura Merlini, CAIA, CIFD

Laura Merlini, CAIA, CIFD

Managing Director EMEA, CAIA Association

This event is organized in collaboration with CAIA Switzerland

Thank you to the sponsor of Professional Learning events